Citizens Bank & Trust

Citizens Private Client is a financial advisory service located in North Kingstown, RI, offering comprehensive financial planning and personalized guidance to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they assist clients in creating a tailored financial plan aligned with their unique needs and goals. Their collaborative and comprehensive approach ensures that clients receive the support they need to navigate their financial journey and make adjustments as their life circumstances change. Citizens Private Client also provides exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. Their commitment to understanding the individual needs of their clients and delivering personalized solutions sets them apart in helping clients reach their financial goals.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Our wealth management advisors in TIAA’s Providence, RI office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (888) 842-2249.